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Portfolio (Quarterly) Guide ↗

Lantern Wealth Advisors, LLC

· CIK 0001950218
13F Portfolio $218M AUM 184 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 72 Added 52 Reduced 11 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMH VANECK ETF TRUST 1,009.0 $662K 0.30% NEW $655.89 -16.9%
2 IALT BLACKROCK ETF TRUST 21,880.0 $614K 0.28% NEW $28.05 +3.4%
3 MU MICRON TECHNOLOGY INC Technology 439.0 $507K 0.23% NEW $1154.29 -19.1%
4 HONEYWELL INTL INC 1,925.0 $431K 0.20% NEW $223.90
5 HONEYWELL AEROSPACE INC 1,925.0 $426K 0.20% NEW $221.08
6 AMD ADVANCED MICRO DEVICES INC Technology 648.0 $376K 0.17% NEW $580.91 -20.9%
7 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 690.0 $330K 0.15% NEW $477.57 -13.3%
8 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 308.0 $297K 0.14% NEW $965.00 -15.4%
9 CVS CVS HEALTH CORP Healthcare 2,419.0 $250K 0.12% NEW $103.43 -5.6%
10 ITOT ISHARES TR 1,505.0 $247K 0.11% NEW $164.31 +1.4%
11 VUG VANGUARD INDEX FDS 2,745.0 $236K 0.11% NEW $86.14 +1.4%
12 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,143.0 $235K 0.11% NEW $109.79 -2.5%
13 RDVY FIRST TR EXCHANGE TRADED FD 2,793.0 $226K 0.10% NEW $81.06 -0.6%
14 GS GOLDMAN SACHS GROUP INC Financial Services 222.0 $225K 0.10% NEW $1011.37 -0.9%
15 GGOV BLACKROCK ETF TRUST II 4,462.0 $224K 0.10% NEW $50.29 -0.3%
16 CGXU CAPITAL GROUP INTL FOCUS EQT 6,410.0 $222K 0.10% NEW $34.62 -0.6%
17 LRGF ISHARES TR 2,798.0 $212K 0.10% NEW $75.63 +2.8%
18 KLAC KLA CORP Technology 701.0 $212K 0.10% NEW $301.82 -43.4%
19 QGRW WISDOMTREE TR 3,147.0 $208K 0.10% NEW $66.03 +0.6%
20 NEAR ISHARES U S ETF TR 4,080.0 $207K 0.10% NEW $50.66 -0.8%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 17.5%
Consumer Cyclical 11.1%
Healthcare 10.9%
Industrials 10.3%
Communication Services 9.4%
Energy 5.8%
Utilities 4.5%
Consumer Defensive 1.7%
Real Estate 1.2%